The Data Feed is where you can download IQY or CSV files to get a large amount of your data out of PrecisionLender. Below is a list of exports that are currently available, what they are useful for and the columns that are in that particular export.
FAQ
How Do I Get To The Data Feed?
- You can get to the Data Feed by clicking the Data Feeds Button in the lower left hand corner of PrecisionLender.
Who Has Access To The Data Feed?
- The Data Feed can be accessed by anyone who has the 'Data Feed Access' permission in their User Profile. Administrators have the ability to change this permission in a user's Security Profile.
How Do I Use The IQY File?
Exports:
Opportunities
Opportunity Stage History
- Shows each stage that each opportunity has been in, and for how long. This can be useful for determining how long it takes opportunities to move through stages.
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Opportunities Not Closed
- Shows information for all opportunities in PrecisionLender.
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All Opportunities - Account Level
- Shows each account in the pipeline as well as each account in production or closed lost since the selected From Date.
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Caps and Floors Impact
- Shows the impact of the cap or floor on each Account in PrecisionLender.
- This can be useful if you would like to feed this information back into your core system.
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Relationships
Relationship Owner Match Audit
- Shows which relationships have been transferred or merged in PrecisionLender so that they no longer directly align with the data file that is being uploaded.
- This can be useful if you would like to update your core system to match PrecisionLender.
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Relationships
- Shows information for all relationships present in PrecisionLender.
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Security
Login Usage
- Shows the Login History and Security Profile of all users.
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Active Accounts
Note: For guidance on how to perform a reverse lookup of active accounts for comparison to your internal reports uploaded to Relationship Awareness, see Reverse lookup files with the Data Feeds.
Active Loan Accounts
- Shows information for all active loan accounts in PrecisionLender.
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Active Deposit Accounts
- Shows information for all active deposit accounts in PrecisionLender.
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Active Other Accounts
- Shows information for all active other accounts in PrecisionLender.
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